Receptionist/Customer Service Representative

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

As a Receptionist/Customer Service Representative at Trucordia, you will play a vital role in providing exceptional customer service to our clients. The Customer Service Representative will be responsible for assisting with the management of and servicing of insurance policies, maintaining client relationships, processing inquiries, and providing support to ensure clients' insurance needs are met efficiently. The role requires effective communication skills, and the ability to work collaboratively with producers, underwriters, and clients.

Duties and Responsibilities: 

• Provide prompt and courteous assistance to customers via phone, email, and other communication channels.
• Processing mail and organizing leads 
• Process both new business and renewals for customers.
• Assist in preparing and processing insurance policies, endorsements, and other policy documents.
• Skillfully identify and assess customers' needs, delivering appropriate and effective solutions.
• Process payments and submit insurance premiums accurately and in a timely manner.
• Develop a comprehensive knowledge of our product offerings to assist customers accurately and efficiently.
• Maintain detailed and accurate records of customer interactions to continuously improve service quality.

• Excellent communication, interpersonal skills and high attention to detail.
• Analytical and problem-solving skills to assess clients' needs. 
• Self-motivated, goal-oriented, and able to work independently and as part of a team.
• Proficiency in Microsoft suite platforms (Outlook, Excel, Adobe PDF, Agency Management Systems).
• Bilingual (Spanish & English Preferred)

Please see our company Benefits:

• Medical, Dental, Vision 
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.  Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.